Added to YB: 2026-08-04
Pitch date: 2026-08-01
YEXT [neutral]
Yext, Inc.
+1.43%
current return
Author Info
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Company Info
Yext, Inc. operates a platform that offers answers to consumer questions in North America and internationally.
Market Cap
$547.4M
Pitch Price
$5.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.38
P/E
66.98
EV/Sales
1.53
Sector
Software
Category
special_situation
$YEXT: the buyout died on financing, so the company borrowed to buy a fifth of itself
YEXT (overview): Failed $9 CEO buyout (financing fell through); instead levered Dutch auction retired 19.7% at $5.75. Now $5.46, below buyback & Lynrock's ~$6.42 cost. Lynrock (19%, took board seat, 13D). ~$706M EV, $133M net debt, $24.5M equity left. $53M TTM FCF, 25% EBITDA margin, ARR $440.8M. Risks: near-zero equity, slow growth, Q1 miss (-18%). $100M new buyback.
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